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  1. Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
    We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
    Would be nice if the system could just send an invoice reminder to any overdue invoice.

    14 votes

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  2. The lock date feature is great for preventing back posting as a whole but we would benefit from a lock feature for specific nominal accounts - to prevent colleagues posting to a specific account until dates are unlocked.

    32 votes

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    Thanks for your idea, Sarah - We'll get a sense of the interest here.

    Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this? 

  3. would be so much easier if the only amounts that show on the GST late file reports are amounts where the GST treatment has ACTUALLY changed. doing something as simple as changing a code in a filed period can create hundreds of pages of "late claim" adjustments but they are just in and out entries..... this also makes it harder to determine which entries have actually changed.

    9 votes

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  4. It would be very useful to be able to separate Accounts Receivable and Accounts Payable to classify the contacts between external and internal (intercompany/group). This would assist with the consolidated views for a group of entities.

    4 votes

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  5. When I enter a reference in batch deposit, this does not pull through to the bank reconciliation. On the bank reconciliation report, the Description is "Payment: multiple items" and the Reference field is blank. This is not useful as I have to go into each transaction and see which company the receipt has come from. Why enter a reference when it does not appear on the bank reconciliation report? When I try to search to match deposits using the company name, these deposits do not appear as the Description is unhelpful. If there are smaller batches which add up to…

    11 votes

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  6. Hi there, it would be great if we were able to edit the due dates of invoices that were created in a now locked period, our business (and I'm sure many others) have invoices with due dates that often change.

    We do not need to change anything other than the invoice due dates so if this could be added even as an optional feature for a locked period that would be very useful.

    7 votes

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  7. Can we please have the ability to set a due date for an expense? Currently it is set as the day it is approved, but we pay all our expenses for the whole month, on the 15th of the following month. It would be good to be able to set this as default for any expenses raised.
    Thanks,
    Sarah

    80 votes

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  8. Make it easier to just see a list of all unpaid bills by having a selection option rather than having to search All and filter by paid date

    3 votes

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  9. When searching for a bank institution, you all should allow for searches for the bank URL home page and also include a logo of the bank with each institution. For example, 'First Bank' has 40 different institutions and each sound similar to the next. Please consider creating better identifiers for each bank institution Xero integrates with. (QBO does this)

    13 votes

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    Hi community, our Product team have recently made an improvement to the flow of adding a bank account in Xero. To make the task of adding a bank easier in Xero, we've enabled the option to click the information icon next to a bank and view it's URL so you can identify that you're selecting the correct bank when connecting a bank feed. 


    We appreciate this isn't the direct ask in the idea of being able to search by URL, and while we'll continue to monitor the feedback on this here we don't have direct plans for developing the ability to search URL at this time. 

  10. Xero should have the ability (similar to QuickBooks) to have sub accounts in Chart of Accounts.

    65 votes

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    • Create a budget for each project and then integrate the budgets to the company's overall budget.
    • Provide variance report for each project
    • Provide variance report for all the projects together
    48 votes

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  11. The functionality to allow for intercompany reporting when the currencies are different between the organisations - for this we would need to be able to create an asset/liability account in a currency other than the local currency. This would eliminate any Foreign exchange gains/losses on intercompany balances.

    7 votes

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  12. Daily Bank feeds from all banks to Xero for the weekends & public holidays now that transactions are done then and it puts our bank rec out.

    9 votes

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  13. After grouping accounts using the 'edit layout' function it would be great to be able to either expand or collapse each group while viewing the report, rather than having to go back into the 'edit layout' section to change the way the group appears.

    29 votes

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  14. I'd like the Reconcile pages to allow me to select some all of my bank accounts to display. This would aggregate the unreconciled statement lines and display them all in date order to be reconciled all the same time.

    Reason 1: Convenience. I use several bank accounts and would prefer to reconcile all of the transactions in one go.

    Reason 2: Error reduction. The most common error I see relating my clients' bank balances is their misuse of Transfer (setting the wrong account, using it for accounts that aren't linked etc.). If they could see both accounts and therefore both…

    9 votes

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  15. Under the 'New Invoice' creation page, it would be great to add a contact's VAT number as you are creating the contact, on the invoice page.

    Just add one line under the address.

    Then one would not have to navigate to the Contacts page to add the VAT number

    4 votes

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  16. Add end date to Bank Rules

    Can we have the option to add an 'end/final date' to a bank rule.

    4 votes

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  17. Batch Deposits: allow adding over-payments and pre-payments to a batch deposit from the Invoice > Awaiting Payments tab.

    Currently a bank deposit that includes over-payments or pre-payments will not match recorded batch deposits because over-payments and pre-payments cannot be added to batch deposits. This causes a lot of wasted time communicating with client accounting staff to understand how to reconcile the variances.

    51 votes

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  18. It would be good if there was a warning if an adviser user inadvertently enters a date in a prior accounting period which has been locked. For example year end is 31 Dec 2022 and a current year bill is entered as 17/11/22 instead of 17/11/23

    5 votes

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  19. Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency

    Multy currency is currently not fully supported in xero.

    A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.

    This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
    As a result users are required to input periodical manual adjustments at each balance sheet date.

    We ask Xero to…

    91 votes

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